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国内铝产量稳步上升进口氧化铝量持续攀升

日期:2012年11月2日浏览[842]

     2012年，中国原铝产量继续刷新历史高位。国家统计局数据显示，2012年1-9月中国累计原铝产量为1476.6万吨，同比增加10.6%。最新的消息是，西部地区仍在逆势扩张电解铝。
    内外交困之下，中国铝库存激增。以上期所铝库存为例，截至10月底，已经接近45万吨，较今年年初20万吨的水平，激增一倍。
    专家认为国内铝产量在稳步上升，进口氧化铝量也在激增，目前港口库存已经持续攀升。价格与成本倒挂趋势已经明显，供需关系也没有好消息。从库存角度看，铝的基本面一片悲歌。

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